Perform has two places that tell a coach something needs attention. They do different jobs.

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The inbox is the Work Board

There is no separate inbox page. The old inbox address now opens the dashboard. Everything a coach used to look for in an inbox is a task:
  • The My tasks today panel on the dashboard shows your most urgent open tasks.
  • The Tasks page shows all of them, with filters.
See Work Board.

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Incoming WhatsApp messages

When SmartSend forwards an incoming WhatsApp message to Perform:
  1. Perform matches the sender’s phone number to a trainee in your studio.
  2. If it finds one, a Message task opens on the Work Board for that trainee.
  3. Open the task and use Open chat to read and answer in the SmartSend tab.
Good to know:
  • Messages from WhatsApp groups are ignored.
  • A message from a number that does not belong to any trainee does not open a task.
  • The task may not show the message text. In that case it tells you to open the chat.
  • When a trainee has several open messages, the task shows the count.
  • Message tasks do not close by themselves. Mark them done after you answer.
Whether incoming messages reach Perform depends on your SmartSend account forwarding them. If you never see Message tasks, read incoming messages in the SmartSend chat or in SmartSend itself.

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The notification bell

The bell is in the top bar of the coach web app. A badge shows how many notifications you have not read.
1

Open it

Click the bell. The Notifications panel opens with your notifications, newest first.
2

Mark as read

Click Mark all as read to clear the badge.
When there is nothing to show, the panel says “No notifications yet.” These notifications belong to your user account. Another coach in the same studio has their own.

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Choose how you are notified

In your account settings, open Notifications. For each notification type you choose two channels: The types listed are App updates and Welcome. Everything is on by default. Only what you turn off is stored.
The bell is about Perform itself. It does not list trainee events. For those, use the Work Board and turn on the automations you want. See Automations overview.

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What trainees are notified about

Trainee notifications are a separate system, managed in Business settings under Notifications control. See Notifications control.

Work Board

Handle message tasks and everything else.

Connecting WhatsApp

Set up the chat used to answer messages.